Davis Capital Management

Position in SYY — Sysco Corp

CIK 1811806 JACKSONVILLE, FL

Position in SYY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$37,945

+$6,275 QoQ

Shares Held

454

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,443

of 1,634 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Davis Capital Management holds $39,023 across 5 Food Distribution names. SYY ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYY	Sysco Corp This page	454	$37,945
2	USFD	US Foods Holding Corp.	6	$613
3	CHEF	Chefs' Warehouse, Inc.	2	$192
4	UNFI	United Natural Foods Inc	3	$137
5	ANDE	Andersons, Inc.	2	$136

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,945	454	+2.3%	Shares	Sole	2026-07-16
2026-03-31	$31,670	444	-0.9%	Shares	Sole	2026-04-16
2025-12-31	$33,013	448	-10.8%	Shares	Sole	2026-01-28
2025-09-30	$41,334	502	-18.0%	Shares	Sole	2025-10-21
2025-03-31	$45,924	612	0.0%	Shares	Sole	2025-04-11
2024-12-31	$46,793	612	-15.2%	Shares	Sole	2025-01-17
2024-09-30	$56,359	722	0.0%	Shares	Sole	2024-10-01
2024-06-30	$51,543	722	-22.8%	Shares	Sole	2024-07-02
2024-03-31	$75,903	935	0.0%	Shares	Sole	2024-04-05
2023-12-31	$68,376	935	-11.3%	Shares	Sole	2024-02-14
2020-06-30	$57,611	1,054	0.0%	Shares	Sole	2020-07-29
2020-03-31	$48,094	1,054	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.